Marcello Estevão · Jonathan Fortun / Institute of International Finance
英語の概要です。日本語版は順次追加しています。
US inflation remains difficult to dislodge from the 3 percent range in this October 2025 assessment. Shelter and healthcare sustain services inflation, while goods prices follow divergent paths. Firm spending and elevated household inflation expectations complicate cautious Federal Reserve easing. The uneven composition of price increases makes apparent progress toward the target less convincing.
Marcello Estevão · Candice Reddy · Jonathan Fortun / Institute of International Finance
英語の概要です。日本語版は順次追加しています。
Sub Saharan Africa faces a changing financing landscape as trade tensions intensify and traditional donors reduce aid. Investment from China, India, Gulf countries and African investors opens new possibilities in minerals, renewable energy and digital infrastructure. Realizing those gains depends on governance, regional integration and credible fiscal policies that can attract lasting capital amid greater volatility.
Marcello Estevão · Jonathan Fortun / Institute of International Finance
英語の概要です。日本語版は順次追加しています。
National employment indicators increasingly conceal differences across US states. Diverging participation, unemployment and immigration patterns change how labor market slack should be interpreted. Reduced arrivals of foreign workers place uneven pressure on labor supply and distort wage and unemployment signals. These regional differences make comparisons with earlier cycles less reliable and complicate Federal Reserve policy calibration.